VFVA vs DFAT5YVFVAVFVAAvsBDFATDFATVanguard U.S. Value Factor ETF · $897MDimensional - US Targeted Value ETF · $31.7BReturns · dividends in+20.2%3 years · per year$17,346 · $15,988+16.9%+11.9%5 years · per year$17,556 · $15,937+9.8%Cost and income0.13%Expense ratio$13 · $31 on $10k · lower wins0.31%1.75%
Overlap: VFVA, DFAT, VUGToday32.1%most shared, VFVA and DFATVFVADFATVUGVFVA—32.1%1.3%DFAT32.1%—0.0%VUG1.3%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VFVA vs DFAT5YAVFVAVanguard U.S. Value Factor$17,556vsDFATBDimensional - US Targeted Value$15,937$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVFVAVanguard U.S. Value Factor ETFReadDesk0.13%1.75%−0.3%+24.3%+32.1%+20.2%+11.9%−8.6%$897M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVFVAVanguard U.S. Value Factor ETFReadDesk0.13%1.75%−0.3%+24.3%+32.1%+20.2%+11.9%−8.6%$897M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: VFVA, DFAT, VUGToday32.1%most shared, VFVA and DFATVFVADFATVUGVFVA—32.1%1.3%DFAT32.1%—0.0%VUG1.3%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$162most kept, VFVAVFVA$175 − $13 = $162DFAT$133 − $31 = $102VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee